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Lockton

Lockton

Associate Financial Analyst

Associate Financial Analyst

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Job Details
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Uploaded On
March 27, 2024
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Location
Dallas
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Remote?
No
Salary
$
k-$
k
Glassdoor Ratings
""
Recommend to a Friend
80%
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Overall Score
4.1 / 5
Lockton Dunning Benefits is currently seeking an Associate Financial Analyst within the health & welfare actuarial practice. The position will work with credentialed actuaries to service self-funded employer sponsored health plans with a primary focus on delivering quality financial analyses to clients and client teams. The ideal candidate will demonstrate a high level of professionalism; possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities. ESSENTIAL JOB DUTIES AND RESPONSIBILITIES · Use models to project loss trends, determine funding rates, analyze claims lag time, complete feasibility studies, and illustrate cash flows. · Create new financial reporting templates; update existing templates to improve standard models used in analysis. · Evaluate benefits utilization and claims data to assist clients in developing cost management and health risk management strategies. · Determine impacts for network changes, plan changes, contribution strategies, and other strategic considerations. · Prepare spreadsheets, graphs, and other illustrative tools for presentations and reports. · Prepare custom reports and analysis for specific client needs. · Work collaboratively with client service teams to collect and review data for accuracy. · Integrate data from multiple data sources into relevant client reports. · Collaborate with client service teams and actuaries to develop and track project deadlines. · Become adept at using Lockton benchmarking tools and in sourcing/using external surveys. · Communicate in a positive manner to contribute to a cohesive, pleasant work environment. · Keep informed of industry developments and products available in the marketplace. · Make a positive contribution to customer satisfaction and constantly strive to improve service. · Participate in internal office meetings as required. · Other responsibilities as assigned EDUCATION, EXPERIENCE, AND SKILLS REQUIRED: · Bachelor’s degree in a business-related program or equivalent education and/or experience, with an emphasis in math, statistics, or finance required. · Preference for a candidate taking actuarial exams and pursuing an actuarial credential (ASA). · Excellent customer service skills, with the ability to develop strong client relationships. · A working knowledge of welfare benefits, risk, and health insurance concepts. · Excellent computer skills including word processing and spreadsheet expertise. · Excellent organizational and communication skills. · Legal right to work in the United States.
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Working at 

Lockton

The world's largest privately-owned, independent insurance brokerage firm, providing insurance, risk management, and employee benefits solutions to clients around the globe.